Financial Advisor I/II Job at Servus Credit Union – in Leduc, AB
S ervus’s Financial Advisors are the helpful people you meet through a variety of settings, which could include (but not limited to) in branch, over the phone, virtually or at a remote location such as a coffee shop. They are the ones that help you open an account, apply for a loan or a mortgage, make investments and develop your long-term financial plan. As a Financial Advisor, you’ll help shape our members’ financial fitness, living our noble purpose every day.
Knowing our members and truly understanding their needs is how our Financial Advisors provide the best advice. It’s not about selling a product or a service; it’s about finding the right solution for each member so they’re ready for the opportunities and challenges life throws their way.
Are you a people person who can build great relationships?
Do you thrive in fast-paced environments, achieving ambitious sales targets?
Are you a strong, confident and competitive person who is a positive influence on your co-workers and friends?
Are you a self-starter who can see opportunities and find great solutions?
Servus is a diverse and inclusive organization in every way which makes us strong, flexible and adaptable. We have created an environment where employees can thrive, succeed and grow. Sound like the perfect fit? Then apply today!
ESSENTIAL REQUIREMENTS FOR THE POSITION
Prior retail banking and credit assessment experience is preferred. The ability to work efficiently without sacrificing accuracy is essential.
Education and Training:
High School Diploma is required
Post Secondary Degree or equivalent is desired
Licenses/Certificates: In this role you will be required to have or be working towards the following with the support of Servus.
Certificate in Financial Services Advice which includes:
o Investment Funds in Canada Course & License (IFIC)
o Personal Financial Service Advice (PFSA)
o Financial Planning I (FP1)
The business may from time to time ask for branch and/or department support for special projects and/or areas experiencing staff shortages. All employees may be asked to volunteer to assist in areas of need during these times. These assignments could result in a change of hours, location, and/or travel.
About the Company
Company: Servus Credit Union –
Company Location: Leduc, AB